See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $177,779 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,418 | $50,127-13.4% | $149,673-71.0% | $80,160-45.8% |
| Participation rate | 97.0% | 64.3%+32.8pp | 78.8%+18.3pp | 72.9%+24.1pp |
| Annual return | 20.03% | 29.82%-9.8pp | 134.42%-114.4pp | 40.38%-20.4pp |
| Employer contribution / active EE | $890 | $1,865-52.3% | $4,818-81.5% | $2,978-70.1% |
| Participant deferral / active EE | $5,104 | $3,194+59.8% | $5,680-10.1% | $5,017+1.7% |
| Admin fee / account holder | $71 | $153-53.6% | $13,210-99.5% | $145-51.1% |